Seth is managing partner at CAV_OK Family Office, where he leads firm strategy, oversees business operations, manages and develops the team, and strengthens client relationships. He brings a disciplined approach to align the firm’s long-term vision with day‑to‑day execution, ensuring families with complex financial lives receive thoughtful, strategic guidance.
Seth’s 25-year career in financial services spans financial planning and advisory, large‑scale change management, fintech innovation, and organizational leadership. He holds a B.S. in finance and financial management from UNC Charlotte. Seth is a Chartered Financial Consultant® and Certified Exit Planning Advisor®.
Seth enjoys playing guitar and performing, traveling, and spending time outdoors. He values experiences that foster connection, exploration, and personal growth. Seth lives in Davidson, NC.
Strengths
Creative, Loyal, Tenacious, Results-Oriented